Reports

Reports are vital for understanding data and developing concrete actionable plans. We offer an exhaustive amount of reports, covering every inch of data that you could need.

Note

The capability of the search and filtering options with our tables can be seen in the Table Functionality tab of the Getting Started section of this guide.

Property Reports

Property reports show data on the current selected property. If you need to see data for a different property, change your property by selecting the options above.

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Property reports are broken into three main sections:

  1. Units
  2. Residents
  3. Financial Reports
  4. Other

Unit Reports

  • Unit Recap

    This report gives current details units within the property. Use this report to quickly determine things like what date a resident moved in, how much the deposit on hand was, who the primary resident is, and more.

  • Preleased Units

    This report displays only preleased units.

  • Unit Availability

    The unit availability report shows the availability status of all units on the property.

  • Lost Rent Summary

    This report neatly summarizes all data related to lost rent (e.g., concessions, vacancy loss, etc)

  • Floorplan Financial Overview

    This report shows financial data (e.g., market rent, lease rent, etc) related to floorplans.
    NOTE: This report will only include floorplans that have a unit associated.

  • Floorplan Occupancy

    This report gives a breakdown of all the floorplans, and their current occupancies. Every designation of a floorplan will appear in this report, making it easy to quickly discern occupancies across all types of floorplans.

  • Floorplan Availability

    This report shows the availability status of each floorplan.

  • Occupancy Overview

    This report details the occupancy status of all units in the property. You can use this report to see things like when a resident moved in, or if a vacant unit has been made ready.


Resident Reports

  • Rent Roll

    This report details rental income associated with every unit in the property. The rent roll report includes balance information, market rent, the sum of all deposits, and more.

  • Occupied Balance/Delinquency Overview

    This report is a quick way to view all delinquent data for occupied units. This report includes information such as resident overdue status, current unit balance, subsidy payments, and subsidy charges.

  • Delinquent and Prepaid

    This report includes the current owed balance, the current prepaid amount, and delinquency/repaid status. This report also includes a look at payments made 30 days, 60 days, and 90 days in the past.

  • Scheduled Billing

    This report forecasts billing for the next year for every occupied unit in the property.

  • Move-Ins and Move-Outs

    This report shows all residents on the property who have moved in/moved out within the report time range. This report will list resident contact information, making the report ideal if you need to contact a resident who has moved in or out.
    NOTE: The default range for this report is from last close out to today.

  • Final Account Statements

    This report includes all residents who have an associated final account statement within the date range.
    NOTE: The default range for this report is from last close out to today.

  • Renewal Report

    This report details renewals within the selected date range, and includes information such as renewal price, current price, and days until the lease ends.

  • Rent Generation Overview

    This report shows what the charges would be for each unit if rent was generated today without any of the checks to remove duplicate charges.


Financial Reports

  • Deposit Audit

    This report details deposits that have been made on applications.
    NOTE: This report does not include completed applications – only applications that have been approved or are currently being processed.

  • Application Transactions

    This report details any transactions in regards to applications, such as app fee charges/payments, deposit charges/payments, and service charges/payments.
    NOTE: The date range of this report is from last close out to today.

  • Bank Deposit Summary

    This report summarizes all bank deposits made. Here you can see deposit identification numbers, and the total amount of money deposited. By clicking on a table row, you are able to see detailed data in regards to that deposit.
    NOTE: The default date range of this report is from the last close out date to the next close out date.

  • Bank Deposit Detailed

    This report includes a detailed look at batch deposits made. Here you can find out specifically which transaction codes were used and the payments associated with them.
    NOTE: The default date range of this report is from the last close out date to the next close out date.

  • Returned Payment Summary

    This report includes a detailed look returned payments, and includes the associated unit, the payment returned amount, the application, and the refund status.
    NOTE: The default date range of this report is from the last close out date to today.

  • Voided Charge Summary

    This report summarizes voided charges within the property. By clicking on a table row, you are able to see detailed data in regards to that charge.
    NOTE: The default date range of this report is from the last close out date to today.

  • Reconciliation Report

    This report is used to ensure that payments and charges are reconciled correctly.
    NOTE: The default date range of this report is from the last close out date to today.

  • Transaction Code Report

    This report gives a breakdown of all charges and payments by transaction code. If you need more detailed information about a specific transaction code, you can click on the table row to see additional details.
    NOTE: This report does not include completed applications – only applications that have been approved or are currently being processed.

  • Transaction Code Detailed

    This report gives detailed data on specific transaction codes. You are able to deep dive any code using this report.
    NOTE: The default range for this report is from last close out to today.

  • Income Summary

    This report includes all payment activity, as well as a total sum of the payment amounts. Clicking on a table row will provide additional details.
    NOTE: The default range for this report is from last close out to today.

  • Income Summary Detailed

    This report includes a detail of specific transaction codes. You will be able to take a deep dive on any code by changing the options at the top of this report.
    NOTE: The default range for this report is from last close out to today.

  • Charge Summary

    This report includes all charges, as well as a total sum of the charges made. Clicking on a table row will provide additional details.
    NOTE: The default range for this report is from last close out to today.

  • Charge Summary Detailed

    This report includes a detail of specific transaction codes. You will be able to take a deep dive on any code by changing the options at the top of this report.
    NOTE: The default range for this report is from last close out to today.


Other Reports

  • Application Activity Detailed

    This report gives detailed information on applications within the selected date range.
    NOTE: The default range for this report is from last close out to today.

  • Purchase Orders

    This report details all approved purchase orders. You can find information about the unit, vendor, and items ordered from this report.

Universal Reports

Universal Reports show information across all properties, making them for when you want to look at data for more than one property.

How To Generate a Universal Report

First, select the "Universal Reports" tab.

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From the report page, you will have the option to select a date range for the report. Select your date range and press the "Generate Report" button.

NOTE: The default range for this report is from last close out to today.

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Need to create a PDF or spreadsheet of the report? Learn how in Table Functionality


Application Activity

This report gives a detailed status on all properties in the system. This report includes counts of the following:

NOTE: The default range for this report is from last close out to today.

  • Total Applications
  • Management Approved
  • Compliance Approved
  • In-Process
  • Denied
  • Approved
  • Preleased
  • Waitlist
  • Canceled
  • Completed

Guest Activity

This report gives a count on all guest and prospect activity across all properties. This report includes counts of the following:

NOTE: The default range for this report is from last close out to today.

  • Prospects
  • Appointments
  • Web Leads

Payment Activity

This report gives details on various payment data within the system. This report includes:

  • Collection Amounts
  • Total Charges
  • Total Delinquencies
  • Total Delinquency Amount

Resident Overview

This report gives details on various resident data within the system. This report includes counts of:

  • Move-Ins
  • Move-Outs
  • Work Orders Open
  • Work Orders Total
  • Notices to Vacate
  • Residents Under Eviction
  • Number of payments locked
  • Total Residents

Emailed Reports

The emailed reports section can be found at the bottom of the reports page.

Emailed reports are delivered once everyday. Admin users can change the time these reports are sent out in Periodic Tasks


Assigning Users to Report

First, navigate to the report you would like to preview, and click on the report.

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The next page will show you a list of all users in the system. Simply click on the checkbox in the "Will Be Emailed" column to add them to the mailing list for the report.

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Sending/Viewing Emailed Reports

You can send or view an emailed report at any time.

First, navigate to the report you would like to preview, and click on the report.

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At the top of this page you will see the options for previewing and sending the email.

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Compliance Reports

The reports in this section pertain to Compliance-specific aspects of the system.

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